Mesirow Financial Investment Management Inc. Has $20.72 Million Holdings in NVIDIA Corporation $NVDA

Mesirow Financial Investment Management Inc. raised its position in shares of NVIDIA Corporation (NASDAQ:NVDA) by 3.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 111,058 shares of the computer hardware maker’s stock after acquiring an additional 3,496 shares during the period. Mesirow Financial Investment Management Inc.’s holdings in NVIDIA were worth $20,722,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Winnow Wealth LLC purchased a new stake in shares of NVIDIA in the second quarter worth approximately $32,000. Longfellow Investment Management Co. LLC increased its holdings in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker’s stock valued at $33,000 after acquiring an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in shares of NVIDIA in the second quarter valued at approximately $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA in the 3rd quarter worth $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA during the second quarter valued at about $54,000. Hedge funds and other institutional investors own 65.27% of the company’s stock.

Key NVIDIA News

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA agreed to a $2 billion strategic investment in Nebius to build hyperscale AI cloud infrastructure — a major follow‑on to its cloud partnerships that supports longer‑term GPU demand. Read More.
• Positive Sentiment: Product/news flow: NVIDIA released the Nemotron 3 super model (aimed at advanced agentic AI) and is launching agentic/AI infrastructure initiatives ahead of GTC, which can drive new GPU and software adoption. Read More.
• Positive Sentiment: Strategic partnerships and investments continue: Nvidia made a significant investment and multi‑year supply/compute deals with startups (Thinking Machines Lab) that will deploy large volumes of Nvidia systems — a direct demand signal for future GPU shipments. Read More.
• Positive Sentiment: Supply‑chain and customer confirmations: Suppliers and partners (Coherent, Scintil Photonics) are publicly describing multibillion‑dollar, multi‑year NVIDIA deals and product testing — underlining durable commercial pull for Nvidia chips and optics. Read More.
• Neutral Sentiment: Macro backdrop is steady: Feb CPI was largely in line with expectations, keeping the macro risk profile stable for growth names like NVIDIA. Read More.
• Neutral Sentiment: Analyst/street tone remains mostly constructive — multiple outlets reiterate buy/bull narratives ahead of GTC, which may support momentum but also sets high expectations for the event. Read More.
• Negative Sentiment: Insider selling: EVP Ajay K. Puri disclosed sale of 300,000 shares (~$54.8M at the time), trimming his stake — an event some investors view as a near‑term negative signal. Read More.
• Negative Sentiment: Regulatory risk: analysts (Bernstein and others) flag potential export licensing or tighter rules on AI chip exports — any new curbs would be a material headwind for NVDA’s international sales. Read More.
• Negative Sentiment: Reputational/short‑term headlines: high‑profile critics and social commentary (e.g., Michael Burry’s comments) add noise and can amplify short‑term volatility even if they lack immediate operational impact. Read More.

NVIDIA Stock Up 0.7%

Shares of NASDAQ:NVDA opened at $186.00 on Thursday. The company’s fifty day moving average is $185.59 and its 200-day moving average is $184.07. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The company has a market capitalization of $4.52 trillion, a PE ratio of 37.96, a P/E/G ratio of 0.63 and a beta of 2.33. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91.

NVIDIA (NASDAQ:NVDA) last issued its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.08. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.The firm had revenue of $68.13 billion during the quarter, compared to the consensus estimate of $65.56 billion. During the same quarter in the previous year, the company posted $0.89 EPS. The business’s revenue for the quarter was up 73.2% compared to the same quarter last year. Equities research analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current fiscal year.

NVIDIA Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Shareholders of record on Wednesday, March 11th will be given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date is Wednesday, March 11th. NVIDIA’s dividend payout ratio (DPR) is presently 0.82%.

Insider Transactions at NVIDIA

In other news, Director Mark A. Stevens sold 222,500 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $180.17, for a total value of $40,087,825.00. Following the transaction, the director owned 7,621,453 shares of the company’s stock, valued at approximately $1,373,157,187.01. This trade represents a 2.84% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Harvey C. Jones sold 250,000 shares of NVIDIA stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the sale, the director owned 6,933,280 shares of the company’s stock, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,388,120 shares of company stock worth $251,344,814. Corporate insiders own 4.17% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on NVDA shares. Melius Research increased their target price on NVIDIA from $300.00 to $320.00 and gave the company a “buy” rating in a research note on Thursday, November 20th. Truist Financial raised their price objective on shares of NVIDIA from $275.00 to $283.00 and gave the stock a “buy” rating in a research note on Thursday, February 26th. Oppenheimer reiterated an “outperform” rating and set a $265.00 target price on shares of NVIDIA in a research note on Thursday, February 26th. The Goldman Sachs Group set a $250.00 price target on shares of NVIDIA and gave the company a “buy” rating in a report on Wednesday, February 25th. Finally, Wall Street Zen upgraded shares of NVIDIA from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Buy” and an average price target of $273.64.

NVIDIA Profile

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.